Capital Investment Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4K | Hold |
526
| – | – | ﹤0.01% | 843 |
|
|
2025
Q1 | $26K | Hold |
526
| – | – | ﹤0.01% | 787 |
|
|
2024
Q4 | $26.8K | Hold |
526
| – | – | ﹤0.01% | 732 |
|
|
2024
Q3 | $26.9K | Sell |
526
-473
| -47% | -$24.2K | ﹤0.01% | 768 |
|
|
2024
Q2 | $46.7K | Buy |
999
+423
| +73% | +$19.8K | ﹤0.01% | 671 |
|
|
2024
Q1 | $28.1K | Buy |
576
+3
| +0.5% | +$146 | ﹤0.01% | 730 |
|
|
2023
Q4 | $26.2K | Buy |
573
+4
| +0.7% | +$183 | ﹤0.01% | 728 |
|
|
2023
Q3 | $23.3K | Sell |
569
-292
| -34% | -$12K | ﹤0.01% | 693 |
|
|
2023
Q2 | $36.2K | Buy |
861
+6
| +0.7% | +$252 | ﹤0.01% | 636 |
|
|
2023
Q1 | $35K | Buy |
855
+5
| +0.6% | +$205 | ﹤0.01% | 630 |
|
|
2022
Q4 | $35K | Buy |
+850
| New | +$35K | ﹤0.01% | 647 |
|
|
2021
Q4 | – | Sell |
-12
| Closed | – | – | 820 |
|
|
2021
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 767 |
|
|
2021
Q1 | $0 | Sell |
12
-14
| -54% | – | ﹤0.01% | 735 |
|
|
2020
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 690 |
|
|
2020
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 613 |
|
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 551 |
|
|
2020
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 544 |
|
|
2019
Q4 | – | Sell |
-26
| Closed | -$1K | – | 734 |
|
|
2019
Q3 | $1K | Sell |
26
-25
| -49% | -$962 | ﹤0.01% | 1311 |
|
|
2019
Q2 | $2K | Buy |
51
+21
| +70% | +$824 | ﹤0.01% | 1268 |
|
|
2019
Q1 | $1K | Buy |
30
+4
| +15% | +$133 | ﹤0.01% | 1150 |
|
|
2018
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1112 |
|